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Octagon Wealth Management
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Independent, Impartial financial advice you can trust. 
Independent, Impartial financial advice you can trust. 

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Rick was extremely sensitive to my needs, he listened intently to the needs I had and provided me with confidence that my pension fund could deliver a guaranteed income for the rest of my life. Octagons service standards were exemplary and they showed great care throughout their process to ensure I was updated at every stage. Thanks so much to Rick and the team!

Mrs Heyes
Southport

It was a great pleasure to talk to someone who not only knows what they’re doing, but also knows how to make it understandable to someone else. You’re a very rare species these days! You will be recommended

Mr & Mrs Stanley 
Shropshire

Having been a business owner for many years, I had been introduced to professionals in the finance sector previously. Jon made a huge difference to the retirement and tax planning of the Directors of our business. He presents complex technical strategies in a very simple way and has become a valued adviser for both personal and professional planning needs. I have no hesitation in recommending his services for personal or professional financial planning. Octagons fees have always been fair, clear and value for money.

Mr Berry
Neston

Independent, Impartial financial advice you can trust.  

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